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Caldwell Trust Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Caldwell Trust Co
报告期 2026-03-31 · CIK 0002080218
持仓数
784
前50大市值合计
$747.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
20Q1 调仓
2019-12-31 → 2020-03-31 · 共 150 项
增持 49
减持 99
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$4.6M
37,178
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$4.4M
73,903
+1%
减持
—
EXXON MOBIL CORP
-$4.4M
106,850
-12%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JPM
JPMORGAN CHASE & CO
-$3.2M
71,240
+3%
减持
AAPL
APPLE INC
-$3.1M
74,754
-0%
减持
BA
BOEING CO
-$2.9M
14,515
-6%
减持
CVX
CHEVRON CORP NEW
-$2.8M
54,356
-3%
增持
—
UNITED TECHNOLOGIES CORP
-$2.8M
51,636
+1%
减持
IJR
ISHARES TR
-$2.8M
91,628
-3%
减持
HD
HOME DEPOT INC
-$2.3M
64,501
-2%
增持
DIS
DISNEY WALT CO
-$2.1M
53,182
+6%
减持
GPC
GENUINE PARTS CO
-$2.0M
51,241
-0%
减持
EMR
EMERSON ELEC CO
-$1.9M
57,247
-7%
减持
MA
MASTERCARD INC
-$1.9M
29,973
-2%
减持
SJNK
SPDR SER TR
-$1.9M
149,921
-25%
减持
JNK
SPDR SER TR
-$1.8M
25,909
-34%
减持
MPC
MARATHON PETE CORP
-$1.8M
41,380
-10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
53,926
-1%
减持
HON
HONEYWELL INTL INC
-$1.8M
41,285
-0%
减持
VO
VANGUARD INDEX FDS
-$1.7M
32,632
-4%
减持
BAC
BK OF AMERICA CORP
-$1.7M
102,983
-6%
减持
MCD
MCDONALDS CORP
-$1.7M
48,293
-1%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.6M
114,990
-7%
减持
GOOGL
ALPHABET INC
-$1.6M
8,648
-1%
减持
VLO
VALERO ENERGY CORP
-$1.6M
29,430
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
32,021
-3%
减持
T
AT&T INC
-$1.6M
154,825
-0%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
81,598
-2%
减持
MMM
3M CO
-$1.4M
33,012
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.4M
84,910
-11%
减持
CSCO
CISCO SYS INC
-$1.3M
118,046
-5%
增持
AMGN
AMGEN INC
-$1.3M
33,012
+0%
减持
UNP
UNION PAC CORP
-$1.2M
27,482
-2%
减持
PG
PROCTER & GAMBLE CO
-$1.1M
70,271
-1%
减持
FLOT
ISHARES TR
-$1.1M
305,801
-3%
增持
FLRN
SPDR SER TR
+$1.0M
379,538
+15%
减持
KO
COCA COLA CO
-$992.8K
88,885
-0%
减持
COP
CONOCOPHILLIPS
-$970.5K
26,214
-4%
减持
PM
PHILIP MORRIS INTL INC
-$898.2K
49,372
-7%
减持
WFC
WELLS FARGO CO NEW
-$897.2K
28,089
-11%
减持
NOBL
PROSHARES TR
-$893.9K
38,832
-6%
减持
MO
ALTRIA GROUP INC
-$877.8K
62,282
-5%
减持
WU
WESTERN UN CO
-$828.1K
88,321
-3%
增持
V
VISA INC
-$823.8K
31,602
+0%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$809.4K
170,832
+8%
减持
INTC
INTEL CORP
-$783.5K
131,909
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$774.2K
26,101
-5%
减持
—
BLACKROCK INC
-$764.4K
10,703
-2%
减持
NSC
NORFOLK SOUTHERN CORP
-$733.0K
13,225
-4%
减持
CAT
CATERPILLAR INC DEL
-$722.4K
21,030
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$691.6K
65,736
-3%
减持
MAR
MARRIOTT INTL INC NEW
-$669.4K
1,335
-74%
减持
MRK
MERCK & CO. INC
-$654.9K
46,274
-0%
增持
DIA
SPDR DOW JONES INDL AVRG ETF
-$646.7K
9,986
+0%
减持
IJJ
ISHARES TR
-$646.0K
9,970
-2%
减持
TFC
TRUIST FINL CORP
-$643.9K
24,356
-2%
减持
USB
US BANCORP DEL
-$642.8K
23,823
-3%
减持
ABBV
ABBVIE INC
-$625.6K
33,366
-7%
增持
PEP
PEPSICO INC
-$612.7K
42,304
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$605.0K
10,727
-26%
增持
AXP
AMERICAN EXPRESS CO
-$585.2K
15,682
+1%
减持
SYK
STRYKER CORP
-$576.8K
10,975
-4%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$569.7K
6,624
-9%
减持
AMZN
AMAZON COM INC
+$563.2K
8,104
-2%
增持
ZTS
ZOETIS INC
+$562.7K
6,979
+257%
增持
VZ
VERIZON COMMUNICATIONS INC
-$562.3K
117,261
+5%
增持
PSX
PHILLIPS 66
-$556.1K
11,636
+10%
减持
PFE
PFIZER INC
-$554.2K
77,425
-2%
增持
PAYX
PAYCHEX INC
-$552.4K
27,104
+2%
减持
WY
WEYERHAEUSER CO
-$532.4K
40,073
-0%
减持
LPLA
LPL FINL HLDGS INC
-$527.4K
13,416
-2%
增持
AGG
ISHARES TR
+$524.8K
48,142
+8%
减持
LMT
LOCKHEED MARTIN CORP
-$486.8K
8,766
-1%
减持
IVV
ISHARES TR
-$485.4K
5,313
-8%
减持
QCOM
QUALCOMM INC
-$481.6K
22,588
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$479.3K
8,676
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$472.9K
19,364
+7%
增持
NVDA
NVIDIA CORP
+$470.8K
9,909
+9%
减持
ED
CONSOLIDATED EDISON INC
-$468.0K
33,996
-1%
减持
PH
PARKER HANNIFIN CORP
-$460.4K
6,024
-0%
减持
—
OSI ETF TR
-$457.1K
50,709
-4%
减持
—
RAYTHEON CO
-$455.8K
4,895
-2%
减持
NEE
NEXTERA ENERGY INC
-$446.9K
65,332
-2%
增持
IGSB
ISHARES TR
+$431.5K
172,166
+8%
增持
ABT
ABBOTT LABS
-$407.6K
58,832
+1%
减持
DOW
DOW INC
-$399.9K
9,845
-22%
减持
PRU
PRUDENTIAL FINL INC
-$395.6K
7,699
-9%
减持
ITW
ILLINOIS TOOL WKS INC
-$386.9K
8,930
-3%
减持
VBR
VANGUARD INDEX FDS
-$359.6K
6,576
-4%
减持
—
DUPONT DE NEMOURS INC
-$359.3K
7,482
-22%
增持
SCHW
SCHWAB CHARLES CORP
-$338.3K
26,970
+3%
增持
DVY
ISHARES TR
-$337.1K
12,060
+4%
增持
SYY
SYSCO CORP
-$321.4K
8,471
+2%
增持
PNC
PNC FINL SVCS GROUP INC
-$318.4K
5,636
+5%
减持
MET
METLIFE INC
-$307.2K
12,344
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$295.1K
14,256
+0%
减持
GOOG
ALPHABET INC
-$294.8K
994
-8%
减持
GD
GENERAL DYNAMICS CORP
-$293.7K
6,233
-2%
减持
DEO
DIAGEO P L C
-$293.2K
6,798
-1%
减持
ITA
ISHARES TR
-$291.7K
3,130
-6%
增持
CRM
SALESFORCE COM INC
-$285.9K
21,965
+4%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$285.4K
4,948
-6%
减持
CVS
CVS HEALTH CORP
-$285.1K
7,539
-24%
减持
EEM
ISHARES TR
-$284.3K
21,677
-5%
减持
HYMB
SPDR SER TR
-$283.0K
14,085
-21%
增持
AFL
AFLAC INC
-$278.2K
15,923
+2%
减持
HYD
VANECK VECTORS ETF TR
-$273.3K
22,471
-1%
减持
IWN
ISHARES TR
-$262.9K
5,642
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$256.4K
25,148
-1%
增持
MS
MORGAN STANLEY
-$250.5K
15,944
+3%
减持
OXY
OCCIDENTAL PETE CORP
-$243.7K
5,756
-24%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$243.5K
6,471
-1%
增持
SBUX
STARBUCKS CORP
-$242.8K
16,392
+9%
增持
TJX
TJX COS INC NEW
-$241.0K
29,197
+9%
增持
MUB
ISHARES TR
+$234.9K
18,054
+14%
减持
GLW
CORNING INC
-$228.2K
21,903
-6%
减持
VTI
VANGUARD INDEX FDS
-$228.1K
4,258
-10%
增持
VNQ
VANGUARD INDEX FDS
-$219.5K
9,778
+1%
增持
ECL
ECOLAB INC
-$218.0K
10,214
+9%
增持
BDX
BECTON DICKINSON & CO
-$207.9K
6,480
+4%
增持
PPG
PPG INDS INC
-$195.8K
4,018
+1%
增持
CMI
CUMMINS INC
-$194.9K
8,395
+13%
增持
CMCSA
COMCAST CORP NEW
-$194.5K
25,581
+7%
增持
—
ACCENTURE PLC IRELAND
-$191.7K
7,288
+11%
减持
HDV
ISHARES TR
-$191.4K
7,003
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$191.1K
1,323
+112%
增持
PFF
ISHARES TR
-$188.7K
37,995
+2%
增持
TROW
PRICE T ROWE GROUP INC
-$185.7K
9,595
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$184.8K
7,486
+6%
减持
NKE
NIKE INC
-$184.3K
6,521
-9%
减持
—
ROYAL DUTCH SHELL PLC
-$180.2K
5,155
-16%
清仓
—
INVESCO EXCHANGE TRADED FD T
-$171.9K
0
-100%
清仓
GRPM
INVESCO EXCHANGE TRADED FD T
-$170.8K
0
-100%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$170.6K
12,250
+0%
减持
EFA
ISHARES TR
-$167.6K
9,618
-2%
增持
DUK
DUKE ENERGY CORP NEW
-$167.5K
26,016
+4%
减持
LUV
SOUTHWEST AIRLS CO
-$166.5K
3,597
-34%
增持
D
DOMINION ENERGY INC
-$163.0K
16,265
+1%
减持
LOW
LOWES COS INC
-$161.5K
4,437
-2%
减持
BP
BP PLC
-$157.4K
6,387
-23%
减持
HOMB
HOME BANCSHARES INC
-$152.1K
16,548
-7%
减持
NVS
NOVARTIS A G
-$150.5K
7,609
-7%
减持
LEG
LEGGETT & PLATT INC
-$144.6K
5,588
-3%
增持
KMB
KIMBERLY CLARK CORP
-$140.5K
18,455
+2%
减持
PKG
PACKAGING CORP AMER
-$136.8K
4,757
-3%
增持
FITB
FIFTH THIRD BANCORP
-$132.5K
8,723
+2%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$132.4K
7,187
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$127.7K
10,845
+33%
增持
QQQ
INVESCO QQQ TR
+$127.0K
8,317
+21%
减持
MDLZ
MONDELEZ INTL INC
-$123.6K
15,878
-5%
